Inbox is a sales-focused view of your email inbox. It's a place for you to manage the portion of your email inbox that relates to your Close Leads, and keeps in sync with your email account's inbox. You can read and respond to incoming emails without leaving Inbox, or click through to see all the details about the Lead that emailed you.
Your sales team should be able to work exclusively from their Close inbox. Sync with one or multiple email addresses to see all your communications in one place. From any item in your Inbox, you can quickly call or email the relevant Contact. For missed calls from unknown numbers, you can create a lead in one click.
Close Customers Say it Best: The Inbox
“Combining email inboxes and task lists in the same place is the saviour of my workday!”
-Brinna Smith, Account Manager, Showbie
We want to help you keep your Inbox clean and focused only on tasks relevant for you today. We give you the ability to complete all outbound communication directly from the Inbox and checkboxes to act on items in bulk.
Inbox has 3 parts:
- Inbox, which shows all of the current items you should handle now
- Done, which is a view of your completed tasks and recently archived emails, etc.
- Future, which shows your scheduled tasks or snoozed items
Within these three sections, you will see:
- Emails (new and those with a follow-up reminder)
- Tasks (due, past due, and upcoming)
- Missed Calls and Voicemails
- Incoming SMS
- Opportunities (expected to close and upcoming)
Check your Done Inbox for all the items you have recently completed. Keep in mind, you can move items back to your general Inbox if you still need to complete more follow-up.
You can toggle between each user’s Inbox to check on daily activity and progress:
Switching Between Inboxes
Move even more quickly through your Inbox using our built in shortcuts. See the full list by clicking the keyboard icon in the top right corner of your inbox. By default, the Inbox will sort by oldest items first to help prioritize. Click the “Sort By” field to change how the items show up.
Inbox Sort By and Export Features